DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Edgerock Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ronnie Edward Dawson | Edgerock Wealth Management independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Feb 20, 2026 | Apr 2, 2026 (41 d) |
| Kyle Arthur Shelley | Edgerock Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 10, 2025 | Jan 15, 2025 |
| Brett Preston Tomlinson | Edgerock Wealth Management independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Dec 17, 2024 | Jan 6, 2025 |
| Jacob Thomas Green | Edgerock Wealth Management independent RIA | Green Tree Wealth, Inc state registered | RIA to a state-registered adviser | Jun 26, 2024 | Jan 1, 2025 (189 d) |
| Jordan Livingston Rice | Edgerock Wealth Management independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jul 6, 2023 | Jul 18, 2023 |
| Andrew Robert Perry | Edgerock Wealth Management independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Apr 14, 2023 | Apr 28, 2023 |
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6 moves match.